Crocus Wealth Limited

Independent Financial Adviser  Ground Floor, Essex, CM12 9DF
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FCA authorised
Last authorised 14th June 2021
We are Chartered Financial Planners and have built a strong business based on the principles of delivering high quality advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Kevin Cowlan ACII
Associate Director
MR Graham Maguire FCII
Chartered Financial Planner
MR Peter Norgate DipPFS
Managing Director
MR Gareth Heath APFS
Chartered Financial Planner
About us

We are Chartered Financial Planners and have been trading since 2001. The Chartered status award is the highest recognition for Independent Financial Advisers and provides reassurance that the advisers have achieved the highest level of qualifications and have many years professional industry experience.

We pride ourselves on the level of service that we provide to our clients, which we believe they expect and deserve.

The depth of our knowledge means we can offer advice in the areas of Investments, Retirement Planning, Estate Planning and Protection.

Our Chartered Financial Planners also hold the pension transfer specialist examination.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Ground Floor, 146 High Street, Billericay, Essex, CM12 9DF

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